Senior Manager, Account Management
About the role
Manages a team of Account Managers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the institutional market. May oversee Account Management supervisors.
Responsibilities
- Set the service strategy and establish service standards.
- Resolve escalated issues and create processes to drive customer satisfaction.
- Approve P&L amounts up to $25,000 and reversals up to $250,000.
- Direct team activities to complete assigned functions.
- Establish team goals, objectives and priorities in alignment with department goals.
- Build proactive relationships with internal and external customers.
- Partner with other teams to resolve escalated issues, client complaints and processing errors.
- Serve as a subject matter expert assigned functions, internal recordkeeping, and workflow systems.
- Develop and implement process efficiencies and improvements.
- Evaluate team performance and make compensation recommendations.
- Participate in sales and retention meetings as needed.
- Actively recruit, train, coach and mentor employees.
Qualifications
- Bachelor’s degree in business or related field, or equivalent work experience.
- Ten years of retirement industry experience.
- Five years of management experience.
- Leadership skills to manage complex relationships.
- Critical thinking and decision-making skills to manage multiple projects.
- Communication skills to interact with all levels of the organization.
- Ability to grasp technical concepts and explain to internal and external customers.
- Adaptable to change and able to lead others through change processes.
Preferred Qualifications
- MBA
- FINRA Series 6.
- ASPPA certifications.
Working Conditions
Hybrid Environment
Pay
The salary for this position generally ranges between $88,000-$100,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.